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Citizens Bank - NM Remote jobs

- 219 jobs
  • FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide

    Northwestern Mutual 4.5company rating

    Wisconsin jobs

    Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $21.4 hourly Auto-Apply 56d ago
  • People Operations Coordinator

    Recovery.com 4.0company rating

    Madison, WI jobs

    Description: Recovery.com is seeking a dynamic People Operations Coordinator whose engaging presence brings people together and organizational excellence ensures a seamless workplace experience. With a sharp eye for detail and the ability to juggle multiple responsibilities, you'll help keep the office running smoothly, ensure employees and candidates feel supported, and directly contribute to the collaboration, culture, and mission-driven work of our team. This role blends office management and people operations support to create a unique opportunity to grow within the role and organization where a growth mindset and “figure it out” attitude are celebrated and rewarded. . Work Location This role is expected to be in the office 5 days/week to best serve our staff and team. However, there is flexibility to work remote when needed. How you know you're being successful Candidates, employees, and office guests have a welcoming and supportive experience Office is functional, well-stocked and organized, creating a welcoming space for employees and visitors People Ops systems, documentation, and administrative tasks are consistently organized and up to date Onboarding, scheduling, communication, and People Ops logistics run smoothly and accurately You are a diligent team player who communicates clearly, is reliable, and receptive to evolving needs Your growth mindset and “figure it out" approach enables you to see the possibilities and run with it We'll expect you to do things like: Office Management - 70 Support logistics for events, retreats, celebrations, and team gatherings Maintain a stocked, organized, and welcoming office environment for employees and guests; including owning procurement of all office and staff supplies Lead office upkeep initiatives including cleanliness, restocking, safety protocols, and facilities maintenance in partnership with building management Manage office-related vendor relationships (cleaning, maintenance, office services) Oversee office access management (keys, fobs, badges) and assist with general onsite needs and troubleshooting Manage incoming and outgoing mail; retrieve, sort, and distribute mail and packages daily, including coordinating package pickups and deliveries Effectively collaborates with team members at all levels in the organization with a goal to make decisions in the best interest of the team People Operations - 30% Coordinate candidate travel arrangements (lodging, flights, transportation as needed) Prepare resources for internal trainings, meetings, and People Ops initiatives Set up interview-day logistics, including room preparation, and guiding candidates between meetings Help create policy and procedures, organize and manage job descriptions, and develop clear and concise internal communications Support annual open enrollment, PTO/Sick audits, EAP management and various information gathering Serve as the onsite host for candidates, ensuring a warm, professional, and organized experience Required Qualifications Associates degree in Human Resources or 1-3 years of direct experience in People Operations or HR 1-3 years experience in a general administrative or office management role Strong organizational skills with excellent attention to detail Tech-savvy with comfort using HRIS, ATS, Slack and Google Workspace Strong written and verbal communication skills Ability to maintain confidentiality and handle sensitive information Ability to work onsite 5 days/week High Emotional and Social Intelligence What we think will improve your chances of success Associates degree in Human Resources, Business Administration, Psychology, or related field OR equivalent lived work experience in HR Experience in the recovery or mental health industries Experience in a Start Up environment Demonstrated ability to improve processes and see things differently Passion for building inclusive, employee-centered workplace cultures Travel Expectations Up to 2x/ year for company gatherings and professional development events Compensation The base salary range for this position is $55,000-$65,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Dane County Housing Stipend We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org). Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods of time Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Our mission is to provide a fair and inclusive recruitment process for everyone, and reasonable accommodations are available to any applicant who may need them. Please reach out to ************************ to request accommodations; we'd be happy to chat! Requirements:
    $55k-65k yearly 21d ago
  • Investment Client Svcs Manager - Top Advisor Team - Hybrid

    Northwestern Mutual 4.5company rating

    Franklin, WI jobs

    The Manager of the Top Advisor Team within Investment Client Services will lead a high-performing group dedicated to supporting the firm's most successful advisors. This role combines strategic leadership, operational excellence, and deep industry expertise to deliver exceptional service and drive advisor success. Key Responsibilities: Leadership & Team Development Lead and develop a team of professionals, including staffing, mentoring, performance management, and succession planning. Foster a culture of accountability, collaboration, and continuous improvement. Strategic Oversight & Operational Excellence Define team purpose, clarify roles, set milestones, and establish success measures. Drive innovation and scalability while ensuring compliance with regulatory and program guidelines. Translate regulatory and program changes into actionable steps to minimize risk and operational disruption. Service Delivery & Risk Management Ensure high-quality, cost-effective service delivery by managing operating plans, budgets, and service-level goals. Oversee complex escalations related to staff, cases, processes, and systems from both home office and field operations. Conduct timely quality reviews and audits to maintain compliance and mitigate risk. Collaboration & Relationship Management Partner closely with financial advisors and staff to resolve complex cases and enhance operational success. Collaborate with internal teams (product, compliance, supervision, engineering) and external vendors to drive improvements. Represent the division in projects and initiatives, serving as SME or project lead from concept through completion. Industry Expertise & Continuous Improvement Apply deep knowledge of securities trading, investment products, and regulatory frameworks. Recommend product and system enhancements to improve advisor productivity and client experience. Identify and implement process or technology improvements to reduce costs and increase efficiency. Field Engagement & Change Leadership Serve as a key liaison to top advisors and their teams, including in-person visits, conferences, and industry events. Lead change management initiatives across the organization, ensuring smooth adoption and minimal disruption. Additional Responsibilities Support dedicated trading platforms and vendor relationships. Assist with planning and execution of home office and field events. Stay current on industry trends and proactively communicate implications to stakeholders. Qualifications: Bachelor's degree in business, investment operations, or equivalent experience. Minimum 7 years of investment experience, including 2+ years in operational management leadership. Strong technical knowledge of financial services operations; brokerage and advisory trading experience preferred. Experience with Pershing and Envestnet a plus. FINRA Series 7 and 24 required. Proven ability to manage complex projects, lead teams, and adapt to changing business needs. Exceptional relationship-building skills and ability to influence across multiple stakeholders. Strong business acumen, strategic thinking, and ability to anticipate future trends. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA Compensation Range: Pay Range - Start: $84,350.00 Pay Range - End: $156,650.00 Geographic Specific Pay Structure: Structure 110: $92,820.00 USD - $172,380.00 USD Structure 115: $97,020.00 USD - $180,180.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $84.4k-180.2k yearly Auto-Apply 20d ago
  • Director of Performance Marketing

    Recovery.com 4.0company rating

    Madison, WI jobs

    Job DescriptionDescription: We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere. To get there, we need to ensure our key audiences-patients seeking care, their loved ones, professionals who refer people to treatment-know who we are and trust that we can help them find the right treatment and resources. As Director of Performance Marketing, you'll play a critical role in advancing that mission by driving high-quality traffic to our platform through high-performing paid channels. Your work will help more people discover treatment options at the moment they need them most. You'll own and scale our paid media strategy, lead creative and channel innovation, and collaborate cross-functionally to ensure we're reaching the right people with the right message at the right time. Work Location Madison, WI How you know you're being successful Paid marketing campaigns consistently meet or exceed ROI and quality targets across core and emerging channels New channel tests are launched and evaluated regularly, with high-performing opportunities scaled quickly Stakeholders are confident in our paid media investment strategy and outcomes We'll expect you to do things like these Own marketing budget allocation and make data-backed decisions on spend across channels Manage, optimize and scale paid campaigns across Google Ads, programmatic, and native advertising platforms Partner with the Paid Social Marketing Manager to grow paid social as a performance channel. Design and execute creative testing frameworks that drive incremental performance Identify and test new and emerging paid media channels-such as connected TV (CTV)-that show strong promise against ROI and traffic quality goals Build and refine audience targeting strategies to reach individuals, families, and professionals searching for treatment Analyze campaign performance using tools like Amplitude to surface actionable insights and guide strategy Develop marketing analytics capabilities to improve understanding of long-term metrics like audience LTV Collaborate with product and external partners to improve our attribution capabilities Work closely with the Ad Operations team to ensure we're delivering performance, value, and reporting that supports advertising partner success Collaborate cross-functionally with content, design, engineering, and data teams to support paid initiatives Required Qualifications 10+ years of experience managing performance-based paid media campaigns Strong track record owning paid media budgets and scaling channels to hit ROI and traffic quality goals Expertise in Google Ads Proficiency in Meta and native/programmatic platforms, with hands-on experience Familiarity with analytics platforms like Amplitude to evaluate user behavior and campaign outcomes What we think will improve your chances of success Experience using StackAdapt or similar programmatic platforms Experience working in a fast-paced startup or growth environment Ability to manage agency relationships and vendor evaluations Demonstrated comfort with high levels of ownership and accountability Excellent communicator with strong presentation and stakeholder management skills Deep understanding of marketplace business models and performance dynamics Experience leading and developing high performing teams Travel Expectations Twice a year for company gatherings. Occasional travel for conferences where appropriate. Compensation The base salary range for this position is $135,000-$175,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $143,823-$183,823. Dane County Housing Stipend We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org). Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods of time Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Requirements:
    $50k-69k yearly est. 6d ago
  • Entry Level Financial Representative

    Northwestern Mutual-Greater Madison 4.5company rating

    Dodgeville, WI jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Team at Northwestern Mutual Greater Madison! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn, Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes, Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan, Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher, Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske, Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, with training and sponsorship available. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
    $37k-58k yearly est. 3d ago
  • Bookkeeper Manager

    MBE CPAs 4.0company rating

    Marshfield, WI jobs

    Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
    $40k-55k yearly est. 3d ago
  • Underwriting Consultant - Remote.

    Northwestern Mutual 4.5company rating

    Wisconsin jobs

    Life Insurance Signature / Authority Limits $5M Signature / $7.5M Authority PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE. Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities Field & Client Experience. Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business. Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal. Responsible for prescreen inquiries. Underwriting Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed. Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs . Uses advanced skills to review applications and adheres to underwriting standards. Solves complex problems and escalations. Advanced level of experience with NM product types and changes Models change agility while maintaining mortality and morbidity expectations. Demonstrates continuous learning through the early adoption of new ways of underwriting. Proficient with Reinsurance programs and able to determine where to best place a case. Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement. Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers. Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) Collaborates with medical directors and technical staff. Responsible for adherence to procedures and regulatory processes . Understands and meets all quality, service, and production goals . Partners with Underwriting Support for case management. Cross-Functional leadership. Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives. Collaborates and designs P3 curriculum with L&D/Tech Team . Qualifications A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review. Minimum of 5 years of underwriting experience. Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules. Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness. Proficient in computer skills and using various software packages. Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. A high degree of organization and the ability to establish priorities and meet deadlines. Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees. Displays agility to manage multiple tasks and adapt in a changing work environment. #LI-Remote or LI-Hybrid Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $76.7k-142.4k yearly Auto-Apply 60d+ ago
  • Account Executive, North East Region

    Recovery.com 4.0company rating

    Madison, WI jobs

    Job DescriptionDescription: The Account Executive (AE) role at Recovery.com is pivotal to our mission of connecting individuals with the right treatment centers to support their recovery journey. AEs are the frontline ambassadors of our brand, responsible for nurturing client relationships and ensuring that our advertising partners achieve their business goals. How you know you're being successful You have high client retention and expansion You meet or exceed monthly and quarterly revenue targets You maintain strong satisfaction scores across your account base Work Location Remote within the North East; proximity near a major airport preferred We'll expect you to do things like Establish and maintain strong relationships with treatment centers Act as the budgetary point of contact and trusted advisor for clients, addressing their needs and concerns around budget expansion and contraction promptly and effectively Participate in initial performance reviews to ensure client satisfaction and optimal budget allocation Develop and implement strategies to expand client budgets and increase revenue where appropriate Reach out to the customer to request a call or facilitate a budget expansion conversation at the next performance meeting, if applicable Achieve and maintain a high client and revenue retention rate, with net revenue retention exceeding 100% Identify good-fit customers for Recovery.com that have high-growth potential Ensure a high level of client satisfaction as measured by surveys and feedback Establish KPIs or campaign goals during discovery, including a target CPA benchmark Successfully manage client budgets to ensure optimal ad spend and prevent over-delivery Actively represent our company and engage with the Recovery.com community on major social media platforms, such as LinkedIn Collaborate cross-functionally and take initiative to solve problems and drive results Required Qualifications 3+ years of experience in a similar role (sales or as a customer-facing representative) Experience managing and maintaining client relationships Industry experience in digital marketing sales, or SaaS preferred Strong written and verbal communication skills What we think will improve your chances of success Previous experience in a Customer Success, Sales, or customer-facing role Experience or ability to learn and multitask across platforms, including our CRM system Additional working or volunteer experience in the mental health or addiction recovery sector Demonstrated time management and prioritization skills Experience working with cross-functional teams to achieve business development or sales KPIs Travel Expectations Approximately 20-30% travel for company gatherings, as well as client visits and conferences across the Northeast territory, which includes: ME, VT, NH, MA, RI, CT, NY, NJ, PA, DE, MD, DC, VA, and WV. Compensation The base salary range for this position is $80,000-95,000, plus $40,000 commission (uncapped) and eligible benefits. Compensation may be adjusted based on tenure and experience. Total Compensation: $120,000 - $135,000 OTE (base plus commission) Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Requirements:
    $120k-135k yearly 26d ago
  • Lead Account Executive - Global Operations (Remote-Eligible)

    Capital One 4.7company rating

    Madison, WI jobs

    The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities. **Responsibilities:** + Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors + Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches + Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence + Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process + Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools + Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues + Client Engagement: This is a client-facing role requiring approximately 10% travel **Basic Qualifications:** + High School Diploma, GED or equivalent certification + At least 6 years of payments industry experience within financial services **Preferred Qualifications** + Bachelor's Degree in Business, Finance, Information Technology, Engineering + 8+ years of payments industry experience within financial services + Experience influencing key stakeholders, executive level clients or internal business partners **Capital One is open to hiring a Remote Employee for this opportunity.** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive Chicago, IL: $106,700 - $121,700 for Lead Account Executive Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $106.7k-121.7k yearly 14d ago
  • City Experience Manager, San Francisco - Velocity Black (Remote)

    Capital One 4.7company rating

    Madison, WI jobs

    Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $115.2k-131.5k yearly 36d ago
  • Specialist, Loan Set-Up, Wholesale, II

    Carrington 4.4company rating

    Madison, WI jobs

    **Come join our amazing team and work Remote !** Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00. **What you'll do:** + Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file. + Enter or verifies information into loan origination system. + Reviews new loan documentation to assure accuracy. + Submits file to Wholesale Account Manager for processing. + Assists departmental support staff when necessary **What you'll need:** + Maintains moderate confidential information concerning loan applicants. + Requires some organizational skills and ability to work on several files simultaneously. + Requires some communication with internal office staff + Moderate coordination for various duties required. + Office machines such as computer, copiers, fax machines + Sitting for extended time periods. + Hearing and vision within normal range. + Ability to handle detailed assignments. + Ability to organize and prioritize workload and meet deadlines. + Moderate computer skills and working knowledge of Microsoft Office products + High school diploma or equivalent work experience. + Two to four years loan setup experience **Our Company:** Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** . **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. + Customized training programs to help you advance your career. + Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. + Educational Reimbursement. + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.
    $38k-50k yearly 13d ago
  • UNDERWRITER 2-SINGLE FAMILY

    Wisconsin Housing and Economic Development Authority 4.1company rating

    Madison, WI jobs

    WHY WHEDA? WHEDA serves Wisconsin residents and communities by working with others to provide creative financial and technical resources to stimulate and preserve affordable housing, small businesses, and agriculture. WHEDA employees participate in the State of Wisconsin benefit package (**************************************************** WHEDA offers an excellent benefits package that includes: Medical, Vision, and Dental Insurance, State Retirement plan; 457 Deferred Compensation, Group Term Life Insurance (and optional term life insurance for family members), Disability Insurance, paid sick leave, paid vacation time twenty-eight (28) personal holiday hours, twelve (12) paid legal holidays per year, tuition reimbursement program. WHEDA is an equal opportunity and Affirmative Action employer seeking a diverse and talented workforce. Veterans are also encouraged to apply. WHEDA has a hybrid work policy where certain employees may enjoy a remote work schedule, based on position and business needs. See more details below related to this specific position. WHEDA is seeking an Underwriter 2 to join our Single-Family Team in our Madison facility . Wisconsin residency required. SALARY: Hiring Range for this position is from $65,708 to $80,940 Annually. Offered Salary will be based on qualifications and internal pay equity. WHEDA provides a competitive salary and WHEDA employees participate in the State of Wisconsin benefit package which includes retirement, health insurance and deferred compensation programs. POSITION OVERVIEW: The position of Single-Family Underwriter 2 is responsible for review and evaluation of single-family housing loans, ensuring compliance and creditworthiness. Performs as a more senior Underwriter, also providing coaching and mentoring to Underwriter 1. ESSENTIAL DUTIES: Reviews and evaluates loans for creditworthiness and compliance with program requirements, which includes analyzing income, credit, assets, and property; conducting compliance analysis; reviewing applications; and performing other due-diligence activities. Provides customer service responding to questions by applicants, and communicating loan decisions including approvals, denials, and problem resolution. Manages individual pipeline daily by completing daily assigned underwriting reviews, condition reviews and other underwriting tasks within established turn times. Participates in developing and implementing policies and procedures Participates in the development, testing, and implementation of new products or systems related to residential credit Provides training and outreach for external and internal customers, which includes developing training content, selecting materials, and facilitating training sessions Performs or assists with other duties as assigned QUALIFICATIONS: Associates Degree in real estate, finance, or related field, AND 2 years of experience as an Assistant Underwriter or Underwriter 1; OR equivalent combination of education and experience Direct Endorsement (DE) designation required. KNOWLEDGE AND SKILLS: Knowledge of mortgage industry, specifically underwriting principles and practices Applicable Federal, State, and local laws, rules, and regulations including knowledge of FNMA and FHLMC guidelines, FHA/HUD guidelines Proficiency with automated underwriting systems such as Loan Product Advisor (LPA) and Desktop Underwriter (DU) DO, and Total Scorecard ? Underwriting principles and practices; Credit report review principles and practices; Problem analysis and applicable solution options Proficiency in interpreting Automated Underwriting System () Attention to detail and proficiency in data accuracy Excellent customer service, verbal and written communication skills Problem solving skills and ability to work under pressure Successful prioritizing and management of work projects Maintains confidentiality related to internal/ external customers and any other information obtained in this role This position has a work schedule that will initially be 100% in-office. After training is complete, it is at the discretion of the direct manager when the employee may begin a hybrid work schedule. APPLICATION DEADLINE: This position will remain posted until filled. Questions may be directed to *****************. This position is not eligible for a work-related immigration visa sponsorship. We request you do not include a photo of yourself with your application for employment. Any submitted will be removed prior to viewing by hiring leaders. Thank you. An Equal Opportunity Employer Operating Under an Affirmative Action Plan. To be considered for positions all applications must be complete.
    $65.7k-80.9k yearly Auto-Apply 11d ago
  • Paid Social Marketing Manager

    Recovery.com 4.0company rating

    Madison, WI jobs

    Job DescriptionDescription: We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere-and social media is one of our most powerful tools for reaching those in need. We're hiring a Paid Social Marketing Manager to own and scale our efforts across all paid social channels. You'll be the go-to expert on campaign execution, creative testing, and audience targeting on platforms like Meta, TikTok, and Reddit. You'll be responsible for launching and optimizing paid social campaigns that drive qualified traffic and measurable results, while working closely with cross-functional teams to ensure we deliver authentic, effective creative at scale. This role plays a critical part in helping people discover Recovery.com when they need it most. Work Location Madison, WI How you know you're being successful Paid social campaigns consistently meet or exceed performance and ROI goals Creative testing frameworks and creator partnerships drive continuous improvement and learning Key stakeholders feel confident in channel strategy and social media outcomes We'll expect you to do things like these Own and manage paid social campaigns across Meta, TikTok, Reddit, Pinterest, X and other emerging platforms Launch and optimize campaigns focused on driving qualified traffic and engagement Partner with content and design teams to produce high-performing ad creatives that reflect our brand and mission Partner with the Social Media Manager on creator partnerships and a commenting strategy for social ads Build and execute creative testing plans to maximize performance and uncover insights Develop audience targeting strategies that reach individuals and families seeking recovery support and treatment Monitor campaign performance and identify opportunities for optimization and scale Report regularly on performance metrics, insights, and learnings Collaborate with cross-functional partners including data and product to maximize campaign impact Required Qualifications 5+ years of experience managing paid social campaigns in high-growth environments Demonstrated ability to scale campaigns and achieve performance targets across Meta, TikTok, and other social platforms Strong understanding of performance marketing KPIs and optimization strategies Experience managing creative strategy for paid social What we think will improve your chances of success Bias toward action and thrive in fast-paced, cross-functional environments Experience in the behavioral healthcare industry Comfort with analytics tools like Amplitude, Heap or Looker Ability to translate campaign data into clear recommendations Familiarity with ad compliance requirements and technology in sensitive or regulated categories Travel Expectations Twice a year for company gatherings. Occasional travel for conferences where appropriate. Compensation The base salary range for this position is $100,000-$120,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $108,823-$128,823. Dane County Housing Stipend We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org). Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods of time Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Requirements:
    $108.8k-128.8k yearly 6d ago
  • Business Specialist with Pharma Background

    Northwestern Mutual-Greater Madison 4.5company rating

    Wisconsin Dells, WI jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Pharma/Medical Expertise into Financial Services! Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman. Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives. Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career. A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn - Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes - Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan - Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher - Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske - Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Key Responsibilities of a Financial Advisor: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services or insurance is not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $55k-77k yearly est. 20d ago
  • Loan Processor - Hybrid!

    First Business Bank 4.2company rating

    Madison, WI jobs

    at First Business Bank Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! This position has a Hybrid Work Model: 3 days per week at our Madison, WI location. CORE OBJECTIVES Customer Service Timely and professional response to emails and telephone calls to the loan department. Loan Activities Post loan payments and advances on loans Perform address changes and risk rating changes Loan reports Credit Verifications Follow up on items in monthly tickler reports Prepare loan payoff statements Timely and professional response to emails and telephone calls to the loan department Loan Documentation Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy. Book Loans Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer. Loan Filing Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner. QUALIFICATIONS: Banking experience in loan processing preferred Ability to work independently and use independent judgment with minimal supervision Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented Strong desire to be curious and inquisitive, and self-confidence to ask questions Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $27k-34k yearly est. Auto-Apply 38d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Madison, WI jobs

    *INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Division Channel Manager

    Eaton Corporation 4.7company rating

    Menomonee Falls, WI jobs

    Eaton's ES AMER PCS division is currently seeking a Division Channel Manager. The position will be based at our facility in Menomonee Falls, WI or Moon Township, PA. Remote work is available too. The expected annual salary range for this role is $109000 - $159000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: This person will be responsible to develop and lead marketing and sales strategies, communications, and growth programs with the Industrial Controls channel partners to exceed sales growth goals, increase profitability, and improve product mix. ESSENTIAL FUNCTIONS: * Develop and execute sales and marketing strategy and programs to Industrial Control channel partners. * Set growth goals for existing channel partners including specific products, segments, and customer penetration targets. * Analyzes and review sales trends with sales leadership, channel managers and marketing to initiate proactive and/or corrective actions to meet sales objectives. * Identifies conversion opportunities at our channel partners and manages conversion process. * Establishes into stock pricing policy and implementation. * Sets direction for DSR organization's ICD initiatives * Leads channel engagement activities * Works with Eaton University team and ICD to ensure training needs and abilities meet our partners expectations. * Work with corporate channel organization to improve channel programs and increase channel loyalty * Ensures our channel partners are properly trained on ICD products. * Manage ICD's target market planning process including formation and execution of agreements. Qualifications: Basic Qualifications: * Bachelor's Degree from an accredited institution. * Minimum 5 years of experience in industrial/electrical channel partners * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. * No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation. Preferred Qualifications: * Minimum 7 years' experience in sales or marketing * Experience with industrial control products * Direct Sales experience * Experience developing channel programs Position Criteria: * Must have excellent teaming and communication skills * Proven ability to be successful in sales or customer development * Strong understanding of how industrial/electrical channel partners function * Experience in direct sales * Robust presentation, and training skills * Ability to work independently * Customer interfacing experience We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $109k-159k yearly 5d ago
  • Entry Level Financial Representative

    Northwestern Mutual-Greater Madison 4.5company rating

    Madison, WI jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Team at Northwestern Mutual Greater Madison! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn, Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes, Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan, Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher, Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske, Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, with training and sponsorship available. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
    $38k-59k yearly est. 13d ago
  • Corporate Intern - Corporate Banking - Summer 2026 (Hybrid Milwaukee or Chicago)

    Associated Bank 4.6company rating

    Milwaukee, WI jobs

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. This internship opportunity is intended for first-generation students only. Due to work requirements, candidates must be located within 30 miles of Milwaukee or Chicago. We invite you to view the opportunity below. The Corporate Banking Intern Program is a 12-week introduction to key disciplines within Corporate Banking, including Loan Syndications, Private Equity, Asset-Based Lending, Equipment Finance, Treasury Management Services, Foreign Exchange, and Interest Rate Derivatives. During the program, interns will follow a structured sequence of tasks to learn the fundamentals of commercial lending activities, with the goal of contributing to daily client deliverables within the respective lines of business. The Corporate Banking Intern program is a 12-week rotational introduction to the key disciplines within the rotations of Corporate Banking, Loan Syndications, Private Equity, Asset Based Lending, Equipment Finance, Treasury Management Services, Foreign Exchange , and Interest Rate Derivatives (exact timing and sequencing may vary), the intern will go through a structured sequence of tasks to learn the fundamentals of the discipline with the goal of contributing to daily client deliverables for the respective lines of business. Job Accountabilities Learn and understand Associated Bank's credit approach and underwriting process. Spread and analyze financial data Work on quarterly monitoring memos (spreads, cash flow templates, brief financial statements summary memo) with guidance from Portfolio Managers. Learn and understand Associated Bank's lending cycle and wide range of banking products. Expand knowledge and expertise through ongoing specialized training. Under guidance, support the successful execution of assigned initiatives, through project planning, coordination of partnerships, project management against defined key milestones, communications between all stakeholders. Complete required program training and assignments, within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards. Education Associate's or Bachelor's Degree Student in freshman, sophomore, junior, or senior year standing Required Business, Accounting, Finance, Economics Majors Required At least two accounting classes are preferred Experience Less than 2 years Entry Level Preferred In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $17.00 - $26.71 per hour
    $17-26.7 hourly Auto-Apply 20d ago
  • Customer Service Rep - Hybrid

    Northwestern Mutual 4.5company rating

    Franklin, WI jobs

    Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product. Resolves routine problems by following defined standard process and evaluating solutions. Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view. Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. Fosters a professional relationship with our clients to enhance brand loyalty. Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations. Uses available resources to effectively and accurately complete routine cases. Qualifications Position Summary As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a Hybrid role for Franklin, WI 3 days on site and 2 days' work from home - Start Date February 2nd, 2026. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $33k-40k yearly est. Auto-Apply 28d ago

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